Pick Agent from Agent + Party

YouTube: How to Pick Agent/Salesman from Agent–Party Linking in Journal Vouchers?

How to Pick Agent / Salesman from Agent–Party Linking in Journal Vouchers?

In this tutorial, we will learn how to automatically pick the Agent Name in Journal Voucher entries through Agent + Party Linking in Logic ERP. This feature helps reduce manual entry and ensures that the correct agent is automatically linked with the selected party during voucher transactions.


Objective of This Feature

  • Automatically fetch Agent Name during Journal Voucher entry

  • Reduce manual agent selection

  • Improve transaction accuracy

  • Simplify voucher processing

  • Maintain proper Agent and Party linkage


Access to Journal Voucher Configuration

  • Go to Menu Bar → Configuration.

  • Open Journal Voucher Configuration.

  • Select Required Configuration from the dropdown list.

  • Navigate to Other Options Tab

  • Locate and enable the option labeled as:

“Pick Agent from Agent + Party”

Unlock Agent Name Field

  • Open Column Locks

  • Search for Agent Name Field

  • Tick Unlock Option

  • The Agent Name field becomes visible during Journal Voucher entry

  • Save the Configuration.


Create a New Journal Voucher Entry

Process

  • Initiate New Journal Voucher Entry.

  • Select Party Name during entry.

System Behavior

  • As soon as the Party is selected:

    • The software automatically picks the linked Agent Name.

Verification

  • Go back to Header Details Section.

  • Observe Agent Name is automatically populated.


Setup Agent + Party Linking

  • Go to Setup and then Setup Accounts

  • Under Setup Agents Menu

  • Open Agent + Party Linking Window

Link Agent with Party

  • Select Agent Name from Dropdown List.

  • Choose Required Account or Party.

  • Click Refresh.

  • Tick Checkbox against the Account.

  • Save Changes.

Final Result

  • The selected Agent becomes linked with the respective Party.

  • During Journal Voucher entry:

    • The software automatically fetches the linked Agent Name


Key Benefits

  • Reduces manual agent selection

  • Speeds up voucher entry process

  • Improves transaction accuracy

  • Ensures proper agent mapping

  • Simplifies accounting workflow


Best Practice Tips

  • Keep Agent + Party linking updated regularly

  • Verify linked accounts before voucher entry

  • Use proper agent naming conventions

  • Unlock Agent Name field only when required


Final Outcome

  • Agent Name is automatically picked during Journal Voucher entry

  • Manual agent selection is minimized

  • Voucher processing becomes faster and more accurate in Logic ERP

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